Pensions

Canada Employee Benefits Pensions Regulatory Retirement

CAPSA Guidelines: A Comprehensive Overview of Pension Plans
Eli Argueta
 

On September 9, the Canadian Association of Pension Supervisory Authorities (CAPSA) released new guidance aimed at providing an update on the design, operation and administration of capital accumulation plans (CAPs). CAPs include defined contribution pensions, Registered Retirement Savings Plans (RRSPs), Tax-Free Savings […]

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Defined Benefit (DB) Plans DOL Employee Benefits Investments Multiemployer Pensions Retirement U.S.

The Multiemployer Retirement Plan Landscape: DB Takeaways
Justin Held, CEBS
 

According to recent data from Horizon Actuarial Services, LLC and the International Foundation of Employee Benefit Plans, the fifteen-year period between 2006 and 2020 was turbulent for multiemployer defined benefit (DB) pension plans. Financial markets were volatile, and 2008 saw the biggest […]

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401(k) Plans Compliance DOL Employee Benefits ERISA ERISA50 Legislative Pensions Retirement U.S.

The DOL Retirement Security Final Rule: Highlights for Plan Sponsors
Jenny Gartman, CEBS
 

On April 25, 2024, the Department of Labor (DOL) published the retirement security final rule defining fiduciary status for investment advice to retirement investors under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC). It is set to […]

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American Rescue Plan Act (ARPA) Compliance DOL Employee Benefits ERISA PBGC Pensions U.S.

Where We Are Now: Special Financial Assistance Under the American Rescue Plan Act
Kathy Bergstrom, CEBS
 

From capital market return expectations to the rules that cover the program, a lot has changed in the two years since the American Rescue Plan Act was signed into law and created the Special Financial Assistance (SFA) program for struggling multiemployer pension […]

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